NorCal OAUG Training Day · – OTM integration for dock scheduling and load ... – Flexible deployment options •Implementation within an E-Business Suite

Industry specific cover image

NorCal OAUG Training DayTom Connors

Solution Consulting Vice President

January 2010

http://www.norcaloaug.com/

Copyright ©2009 Oracle. All rights reserved.

Oracle and Bare Escentuals Confidential and Proprietary.

http://launch.oracle.com/?NoCOUG

http://launch.oracle.com/?NoCOUG









•The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.



E-Business Suite Product RoadmapContinued Investment

•EBS 12 •EBS 12.1 •EBS “Post 12.1”

•Rapid Return

•Standardize & Simplify

•Themes

•Think Globally

•Work Globally

•Manage Systems Globally

•Global Business Release

F o u n d a t i o n f o r t h e f u t u r e

•Ongoing Innovation

•Lifetime Support

•Key Messages

•2006 •2007 •2009

•Preview Today

•2010


Oracle and Bare Escentuals Confidential and Proprietary. 7

E-Business Investment Summary (~ Past 12 Months)

•AIA 2.3

•EBS 12.1.1

•This document is for informational purposes only and may not be incorporated into a contract or agreement.

• EBS Applications

• EBS Edge Applications

• AIA Integrations

•Application

Management

Packs•Standalone

Warehouse

Management

•AIA 2.4

•HCM Legs &

Regs

•ATG

RUP

•Succession

Planning &

Talent Profile

•Incentive

Compensation

Gadgets

•Incentive

Compensation

Analytics

•Spend

Classification



E-Business Suite Product PortfolioStrong Validation from Gartner Magic Qs and Forrester Waves

• Business Analytics

• Corporate Performance Management

• Transportation Management

• Product Lifecycle Management

• Customer Relationship Management

•LEADER

•LEADER

•LEADER

•LEADER

•LEADER

• Financial Management

• Human Resource Management

• Supply Chain Management

• Advanced Procurement

• Projects Management

•Strong Positive

•LEADER

•LEADER

•LEADER

•LEADER



•Procurement

•Customer &Master DataManagement

•HumanCapital

•Supply Chain

•Financials

•ApplicationsTechnology

• E-Business Suite

12

Focused on Financials and TechnologyOracle E-Business Suite


Oracle and Bare Escentuals Confidential and Proprietary. 10



•Procurement


•HumanCapital

•Supply Chain

•Procurement

•Supply Chain

•HumanCapital


•Financials


• E-Business Suite 12.1

•& Projects

Substantial Value in Every Area

Oracle E-Business Suite



Oracle E-Business Suite Release 12.1Deployable with 11i10

•12.1

•PROC

•SCM

•HCM

•CRM/MDM

•FIN/PROJ

•AT

• Analytics

• Sourcing

• Warehouse

Management

• Demand Signal

Repository

• Advanced Planning

Command Center

• Service Parts Planning

• Manufacturing

Operations Center

• Analytics

• Incentive

Compensation

• Learning Management

• iRecruitment

• Site Hub

• PIM for Retail

• Projects Analytics

• Federal Financials

Analytics

• UPK

• Management Pack

• Application

Integration •Procurement

•Supply Chain

•HumanCapital


•Financials & Projects


• E-Business

Suite•11i10

•12.1

•12.1

•12.1 •12.1

•12.1

•SCM

•HCM

•CRM/MDM

•FIN/PROJ

•AT



•11 New Products

•400+ New Features

•26 New & Enhanced Oracle Business Accelerator (OBA) Flows

•7 New & Certified AIA Integrations

•12 New & Enhanced Pre-Integrated Business Intelligence Solutions

•7 Co-Development and Testing Partner SIs

•1,300 Person Days of System Integrator Testing Time

•60 Days: Time Elapsed for 1st Go Live Upgrade Post GA.

•10 Industries with Significant New Industry Specific Functionality:

– Wholesale Distribution, Public Sector, High Technology, Engineering & Construction, Life

Sciences, Retail, Professional Services, Communications, Consumer Goods and Utilities.

Oracle E-Business Suite 12.1 Release Summary

•Oracle Confidential – Do Not Distribute



Reduce All Supply Management CostsWhat’s New in Procurement

•Procurement

•Supply Chain

•HumanCapital


•Financials& Projects


• E-Business Suite12.1

Results:

Identify top savings opportunities

Exploit supply market dynamics

Optimize strategic sourcing

programs



Procurement Business ProcessSpend Classification is a prerequisite to Spend Analysis

•1. Spend analysis & classification

•-16-

•Process

Efficiency

•Cost

Savings



Identify Top Savings Opportunities Procurement & Spend Analytics & Classification

• WHAT’S NEW

– Spend Classification

• Application that maps raw data into

reference to taxonomies

– Spend Analyzer Dashboard &

Employee Expenses Dashboard

• RESULTS

– Organizes raw data into reference

taxonomies

– Accelerates normalization of spend

data & simplifies follow-on analysis

– Creates visibility into spending patterns

– Identifies opportunities to improve

strategic sourcing

– Offers timely insight into the

organization and supplier performance



Optimize Strategic Sourcing ProgramsOracle Sourcing

• WHAT’S NEW IN 12.1

– Oracle Sourcing

• Two stage RFP evaluation

• Flexible price tier structures

• Award-based cost factors

• Export supplier response to PDF

• Excel import, export and advanced

formatting

– Sourcing Optimization

• Price Tier Optimization

• Optimize based on supplier incentives

• RESULTS

– Leverage deflationary market

dynamics & supplier cost structures to

drive savings

– Ensure impartiality of bid evaluations

– Increase sourcing productivity



Optimize Value Creation What’s New in Supply Chain Management

•Procurement

•Supply Chain

•HumanCapital





• Results:

Complete value chain planning - from

demand sensing to after market

service

Optimize manufacturing operations

and asset utilization

Increase order accuracy and logistics

efficiency



Complete Value Chain Planning Capture and manage demand data with

Oracle Demand Signal Repository

WHAT

– A separately deployable application designed

to maintain a consolidated view of demand

information between the OEM and Retailer to

facilitate the transition to demand-driven

HOW

– Combines an enterprise strength extensible

retail-oriented data model, with best-in-class

analytics and BI, together with a flexible

integration architecture to Oracle and non-

Oracle applications to provide a common

method for managing demand data

RESULTS

– Dramatically improves the accuracy and

visibility of demand information in the value

chain



Complete Value Chain Planning Elevate planning insights with

Oracle Advanced Planning Command Center

WHAT

– A new application built on top of Oracle

Advanced Planning that maximizes the

value of your planning information by

increasing accessibility and strengthening

business orientation

HOW

– Combines the accessibility of a role-based

analytical user interface with concepts such

as business scenario management and the

automation of planning processes

RESULTS

– Elevates the power of planning and planning

insights to the business decision making

level. Does for Supply Chain Planning what

Hyperion does for Financials



Complete Value Chain Planning Extend planning to after market with

Oracle Service Parts Planning

WHAT

– A new application within Oracle

Advanced Planning designed to support

the increasing importance of after-

market service through the

management of service parts

HOW

– Combines extensive and purpose-built

service parts planning capabilities, all

fully integrated with the rest of Oracle

Advanced Planning and the associated

execution systems

RESULTS

– Enables the cost effective

management of service parts and

facilitates the growth of Service within

the overall business value chain



Optimize Manufacturing Operations Convert real-time shop floor data into usable

intelligence with Oracle Manufacturing Operations Center

WHAT

– A separately deployable application

designed to bridge the information divide

between the ERP and Plant Floor

HOW

– Combines ERP data with real-time Plant

Floor information within an extensible,

standard-based data model, on top of

which role-based analytics have been

created

RESULTS

– Delivers the analytical insights required to

optimize equipment effectiveness and

overall manufacturing performance



Increase Order Accuracy and Logistics Efficiency Oracle Warehouse Management


– Forward pick replenishment

– Mobile user interface personalization

– OTM integration for dock scheduling and load

sequencing

– Assign material status by License Plate

Number (LPN)

– UCC-128 Cartonization and Case Picking

– Advanced Wave Planning for tighter control on

warehouse activities

– Flexible deployment options

• Implementation within an E-Business Suite

instance

• Standalone with integrations to any third party ERP

• RESULTS

– Improved turn rates and lower overall logistics

costs

– Faster, more integrated logistics operations

– Support for higher volume environments



Increase Order Accuracy and Logistics EfficiencyManage all product cost components with

Oracle Landed Cost Management

WHAT

– A flexible, rule-based system for

calculating estimated and actual

landed costs

HOW

– Integrates seamlessly with Receiving

to calculate and pass all estimated or

actual landed costs through to

Inventory, Costing and Accounting

systems

RESULTS

– Optimize product margins, visibility

into extended supply chain costs,

and decision support for strategic

sourcing initiatives



Develop Talent and Reduce HR Costs What’s New in Human Capital Management

•Procurement

•Supply Chain

•HumanCapital





• Results:

Improve talent management

processes

Streamline sourcing and on boarding

of talent

Extend existing HRMS investments



Improve Talent Management ProcessesOracle Talent Profile



Improve Talent Management ProcessesOracle Learning Management


– Learner Groups

• Define learner access available to

categories, courses, offerings and

classes

• Mandatory and bulk enrolling of

multiple learner groups

– Mandatory Enrollments

• Ensure that workers are enrolled in

mandatory training

– Course Evaluations

• RESULTS

– Quickly roll out training to large variety of groups

– Ensure workforce is trained on the latest process changes and has met legal requirements

– Improve productivity and the bottom line by using evaluation results to provide more effective training



Improve Talent Management ProcessesOracle Performance Management & Succession Planning


– Talent Profile & Performance Mgmt

• Pre-integrated 360 Degree View of the

employee across complete HR

information

• Line of Sight Objectives: Graphical

representation of the alignment of

objectives

– Succession Planning

• Identify & map critical roles, jobs,

positions and people in the organization

• Nine Box, Talent Comparison, Suitability

Match Spidergram

• RESULTS

– Identify staffing needed to implement

organization strategy

– Ensure plan progress is tracked against

metrics

– Helps employees to understand how their

objectives have been cascaded down

through the organization



Streamline Sourcing and On Boarding Talent Oracle iRecruitment


– Employee Referrals

• Recruiters or hiring managers mark

vacancies eligible for employee referral

• Employees create candidates and refer

them to a manager to pursue the candidate

– Recruiter and Manager Dashboards

• Direct access to the recent vacancies, new

applicants, and recently created or updated

offers

• RESULTS

– Improves the speed of hire which in turn

improves overall recruiting efficiency

– Engages employees in the acquisition

of talent for the organization

– Reduce time needed for recruitment

activities by having access to a

summary of all activities




• VALUE PROPOSITION

– Gain insight into designing & optimizing compensation solutions to drive stronger sales/channel performance (top-line growth) while reducing compensation expenditures (bottom-line growth)

Incentive Compensation AnalyticsMove Beyond Administration to Strategic Sales Performance

• RESULTS

– Promote effective sales incentive strategies – linking selling behavior to targets

– Optimize plan design for sales growth

– Reduce compensation expenditures



Deskto

p

gadget

s

provide

d as

sample

s. Free

Frequent, Accessible Incentive InsightNew Web 2.0 Gadgets for Sales Reps

Desktop gadgets provide sales reps with timely accessible compensation insight

Recent Transactions:

• Minimize “shadow accounting”

• Frequent Performance Visibility – No need to wait until the end of the quarter to see transactions and commission due.

Top Customers:

• Impact total sales, earnings, and “effective rate” per customer

• See potential subsequent or repeat revenue of customers

Top Products:

• Drive Behavior of the sales channel to sell the most profitable products – Visibility into most lucrative products

• Shopping the Plan – Drive focus on which products to sell and which will provide the highest “effective rate”



Increase Operational Control and Efficiency What’s New in Financials & Projects

•Procurement

•Supply Chain

•HumanCapital


•Financials & Projects



• Results:

Greater control with increased

flexibility

Centralized administration of global

shared services

Make better decisions with greater

insight



Greater Control with Increased FlexibilityGlobal Financials Architecture

• WHAT’S NEW IN 12

– Ledgers and Ledger Sets

– Rules-based Accounting Engine

– Unified Bank Account Model

– Centralized Payments

– Global Tax Engine

– Global Intercompany System

• RESULTS

– Faster, simpler period end processing

– Easily meet local accounting

requirements

– Streamline intercompany trading and

reconciliation

– Adapt quickly to regulatory changes

– More productive shared service centers

•Legal Entity

•Operating Units

•UNIFIED BANK ACCOUNT MODEL

•ONE GLOBAL TAX ENGINE

• Centrally managed rules

• Consistent tax services

•Tax Determination Process

•Regime •Applicable Taxes

•Tax Status, Rate

•Taxable Basis

•Tax Calculation

•CENTRALIZED PAYMENTS ENGINE

•Payments

Engine

•Funds Capture and Disbursement



•Responsibility•Responsibility•Responsibility

•Holland

•Legal Entity

•Denmark

•Legal Entity

•Belgium

•Legal Entity

•Belgium

•Legal Entity

•Single Responsibility

• Functional Tasks

• Accounting

• Billing, Dunning & Collections

• Procurement

• Order Management

• Payments

• Data Management

•Holland

•Operating Unit

•Belgium

•Operating Unit

•Denmark

•Operating Unit

Centralized Administration of Global

Shared Services Flexible Shared Services Model



Make Better Decisions with Greater InsightProject Analytics

• WHAT

– Complete solution for project

business lifecycle reporting

– Role-based best practices provide

relevant and actionable insight

• HOW

– Actionable insight for improving project

portfolio performance

– Track project/program performance and control project costs

– Complete insight into project revenue, billing and profitability

• RESULTS

– Improve cash flow

– Optimize resource utilization

– Accelerate deliveries

– Lower operational costs

– Improve margins

– Reduce project and financial risk



Increase Value from Applications What’s New in Applications Technology

•Procurement

•Supply Chain

•HumanCapital





• Results:

Drive greater end user productivity

Reduce cost of ownership

Increase agility and lower

integration costs



•SEE IT •TRY IT •KNOW IT •DO IT•User Modes

Financials• Payables

• Receivables

• General Ledger

• Assets

• Internet Expenses

• Advanced Global Intercompany System

• E-Business Tax

• Subledger Accounting

• Bank Account Setup/Maintenance

HRMS• Human Resources

• Payroll

• Self-Service HR

• Performance Mgmt

• Time and Labor

• iRecruitment

• Learning Mgmt

Procurement• Purchasing

• iSupplier Portal

• iProcurement

Distribution • Inventory

• Order Mgmt

• Shipping Execution

Projects• Project Costing

• Project Mgmt

• Project Resource MgmtApplications Technology

• Applications Mgmt

• Forms Personalization

Manufacturing• Shop Floor Management

• Work In Process

• Discrete MES

• OPM Product Development

• OPM Process Execution

• OPM MES

•2,300+ Pre-delivered Topics for Release 12.1

•Self-Running Demo •Interactive Simulation •Testing for Competence •Context-Sensitive Help

Drive Greater End User ProductivityPre-Built End-User Documentation



• Campaign Management

• Customer Support

• Collections & Payments

• Loan Management

•Improved Workflow in Targeted Areas

• Financial Consolidation

• Online Candidate Registration

• Absence Management

• Salary Administration

• Self-Service Purchasing

• Sourcing

• Supplier Collaboration

• Business Intelligence

• Reduced pop-ups and duplicate

screens

• Re-designed and streamlined

entire workflows

• Reduced the number of steps to

complete key tasks

• Improved overall look & feel and

visual style

• Increased personalization

capabilities

Drive Greater End User ProductivityBetter User Experience



Reduce Cost of ImplementationsOracle Business Accelerators

• EBS

– Setups are 100% Standard

– Synchronized Sales & Deliver Bids

• Online Configuration Wizards

– Unlimited Flexibility

– Uses Oracle Hardware for Faster Startup

• For Partners & OC

– 180+ Global Partners with 2900+ Users

– 1200+ Business Models

– 8000+ Sales & Delivery Assets

•100+ Accelerator Projects

Live or In Process

• Localized & Industry Versions

– 51 Country & Industry Specific

• Any Size Customer Coverage

– Demo, Simple or Complex Financials

• Free

– No Costs or Royalties

– “Factory Built” & Maintained

– Online Training via Oracle University

•



Reduce Cost of ImplementationsOracle Business Accelerators for E-Business Suite Release 12.1

• Broad geographic coverage

• Expanding functional coverage

– Financials, Distribution, Manufacturing, Maintenance, Sales, Service,

Projects

• New Products Added to 12.1 Accelerators

– Service Parts Planning

– Master Data Management

– Landed Cost Management

– Price Protection

– Supplier Ship & Debit

• New Features

– Expansion of Online Transaction Based Configurations

– Expansion of Most Popular Products

– Customer Unique Sales Kits and Website

– Online Bid & Proposal Assistance



New Capabilities Across All Product Areas11 New Products

1. Oracle Advanced Planning Command Center

2. Oracle Demand Signal Repository

3. Oracle Manufacturing Operations Center

4. Oracle Service Parts Planning

5. Oracle Site Hub

6. Oracle PIM for Retail

7. Oracle PIM for Telco

8. Oracle Supplier Ship & Debit

9. Oracle Price Protection

10.Oracle Landed Cost Management

11.Oracle Succession Planning

New Products in Release 12.1




1. Oracle Sourcing On Demand

2. Oracle Manufacturing Operations

Center

3. Oracle Advanced Planning

Command Center

4. Oracle Demand Signal Repository

5. Oracle Service Parts Planning

6. Master Data Management

• Site Hub

• PIM for Retail

• Product Hub

• Customer Data Hub

• Financials Accounting Hub

Delivering Value in Uncertain Times Summary of Rapid Value Standalone Solutions

7. Oracle Warehouse Management

8. Oracle Incentive Compensation

9. Oracle iRecruitment

10.Oracle Learning Management

11.Business Intelligence Applications

• Procurement & Spend Analytics

• HR & Talent Management Analytics

• Project Analytics

• Federal Financial Analytics

12.UPK Tool & Content (30 products)

13.Oracle Application and Change

Management Packs for EBS

14.Oracle GRC Applications



Customer Experience with Release 12.1



• Company: Reseller of Technology

• NI - Start 12.0.6 went live 12.1

• Needed Integrated ERP System Manage & Balance Maintenance

• Company: Major European Airport

• Upgrade from 11.5.9 - In Process

• Financials and CRM for new Functionality and latest Technology

• Company: Cash Services and Security

• NI – Financials, HR, OTL, Logistics

• Global Payroll Integration, 500,000 Security Specialists, 100 countries

• Company: Specialty Alloys and Materials Mfg

• NI – In Process

• Specialty Alloys/Metals - Supply Chain Planning

• Company: Major US Federal Agency

• NI – Start 12.0.6 move 12.1 FI, OTM

• System manages transport of prisoners & aliens for law agencies

• Company: Largest School District in Illinois

• Upgrade 11.5.10 to 12.0.6 went live with 12.1 on time on budget

• New Features and Functionality

• Company: Electronics Services Company

• NI – In Process

• Financials, SCM, Projects, Core HR, SSHR, Payroll

• Company: Aircraft Maintenance

• Upgrade 12.0.6 Financials, HRMS

• 1st Global CMRO implementation

• Affecting Profitability, Compliance, Safety

• Company: Large Distributor of Tech Products

• NI - Start 12.0.6 went live 12.1

• Global Deployment

• All EBS Modules

• Company: Largest Quick Food Service Provider

• Upgraded 11.5.10 FA production

• Manages shared service operations

Oracle E-Business Suite Release 12.1 UpdateSampling of Customers Who are Live or Implementing




• Fresh installations or new upgrade projects from 11i

should target 12.1

• Release 12.0 projects well along toward stabilization, or

already live, can stay with 12.0 unless business value of

12.1 is particularly compelling

• Enhancements will be made on the 12.1 base, not 11i or

12.0

Advice for CustomersNew Projects & Upgrades Target Release 12.1



Opportunity for Rapid Value

–Many new standalone solutions

– Immediate value without upgrading

Opportunity to Standardize and Simplify with a Global

Business Platform

–Pervasive enhancements and new solutions across the Suite

– Investments to lower TCO

Continued Investment Post R12.1

–Functionality and usability enhancements across all product

areas

–Consumable releases

E-Business Suite Summary



Questions and Answers





Documents

NorCal OAUG Training Day · – OTM integration for dock scheduling and load ... – Flexible deployment options •Implementation within an E-Business Suite